Info Manager
Browse Info Manager Topics
Each guide includes annotated steps, screenshots, and a video walkthrough.
Resolve Duplicate Franchise User Profiles
This article walks you through resolving duplicate franchise user profiles when the same person (for example, a managing owner or franchise owner) has more than one profile across stores. This process is a front-end workaround, not a true merge: it reactivates one profile, moves store ownership o...
Reactivate a Deactivated User
This article walks you through reactivating a deactivated user so they can access the system again.ℹ️ Note: Each organization is configured to fit its own needs, so the screenshots in this article may not look exactly like your system. If you need help clarifying anything, contact your FranConnec...
Configuring Store Summary Display Columns for All Users
How an administrator sets default Store Summary columns for every user in Info ManagerOverviewUsers can change the columns shown on the Store Summary page, and each user's choice is saved separately for every lifecycle tab. To set the columns for all users at once, an administrator configures Sto...
How to Change or Restore a Location's Lifecycle Stage
Info Manager: update a location's stage, or bring an archived location backOverviewA location's lifecycle stage shows where it is in its journey, for example In Development, Active, or Terminated. You can change the stage from the location record in Info Manager. If a location has been archived, ...
Giving an Existing User Access to More Locations
Add more units to a user who already exists in Info Manager OverviewWhen a user already exists in Info Manager, you do not create them again to give them more locations. Instead, you add the extra units to their existing record from the People page using Manage Associations. This is the way to gi...
Logging a captured email against a single location.
Logging a captured email against a single location.By default, Email Capture logs an incoming email against every location linked to the sender's email address. For a multi-location owner, that means one email appears on all of their locations. You can override this by naming the location in the ...
Allowing multiple entries on a custom Info Manager tab.
Allowing multiple entries on a custom Info Manager tab.Custom tabs built in the Form Generator come in two varieties: single-entry tabs, which hold one current set of values, and multi-entry (tabular) tabs, which let you add as many separate records as you need. If you are trying to add a second ...
Which field to use when updating opening dates
Which field to use when updating opening dates:FranConnect stores two different opening dates for a location, and which one you update depends on where the location is in its lifecycle. If you are correcting dates in bulk for locations that are already open, you only need to update one of them.Th...
How to Use Foundation Essentials and Foundation Pro in Info Manager
FranConnect offers Info Manager in two editions: Foundation Pro, the full Info Manager, and Foundation Essentials, a streamlined edition built around your location and people records. This article compares the two editions and shows what you see in each.NoteThe edition is set when your account is...
Sending Web Forms using Keywords in Info Manager
How to email a web form from Info Manager so it arrives already associated with the right locationOverviewWeb forms in Information Manager can be delivered two different ways, and the method you choose decides whether the form knows which location it belongs to.If you paste a web form's public UR...
How to Terminate a Location in Info Manager
OverviewThere may be times when a franchisee in your organization is unable to continue with ownership. When a location is not available for resale and termination is the only path forward, FranConnect provides two ways to mark it as terminated.Method 1: Update the Life Cycle StageYou can termina...
How to Use a Document Field as a Keyword in Workflow and Send Emails
Info Manager lets you insert a Document field as a keyword in Workflow emails and Send emails. When the email goes out, the keyword renders as a secure, clickable link that the recipient can use to download the exact document stored in that field, removing manual follow-ups and external sharing. ...
How to Control Email Visibility in Information Manager
Emails recorded against a location, entity or multi-unit in Information Manager — whether uploaded through the Email Uploader or brought in automatically by Email Capture — appear in that record's Contact History. Email View Based on Role lets you decide who can see each one, so confidential comm...
Why Can't I Delete a Document on the Documents Tab?
Why do some documents on the documents tab have the three dots and the option to delete and other's do not? Great question! When creating fields on tabs there are two document options: Add New Field - This creates a new document field that ONLY lives on the applicable tab. Add Document - This cr...
Sales Module to Opener/Info Manager - Field Matrix
Have you ever wondered where the data entered in the Sales Module fields goes after a lead progresses through the sales process and transitions to Opener/Info Manager? You're not alone. We've compiled a list of commonly used and requested data fields in the Sales Module along with their correspo...
How to Add Pictures to a Unit in Unit Summary
In the Info Manager module, the Unit Summary page allows users to add essential details to individual units, including images that provide visual references to enhance documentation. Adding pictures to a unit on the Unit Summary page supports better understanding and more comprehensive records. T...
How to Change the Franchise ID for a Franchise Location
When managing multiple franchise locations, ensuring that each site has a unique and correct identifier in your FranConnect system is crucial for seamless operations and accurate reporting. Whether you're rebranding, undergoing ownership changes, or correcting initial errors, changing the franchi...
How to Sign an FDD in FranConnect
Signing your Franchise Disclosure Document (FDD) is a critical step in the franchise process, ensuring both the franchisor and franchisee understand and agree to the terms of their partnership. FranConnect simplifies this process, providing a secure, efficient platform for managing and signing yo...
How to Use Custom Views in Unit Summary
Creating Custom Views on the Unit Summary page in FranConnect allows you to tailor the display of information to meet your specific needs and preferences. This feature provides you with the flexibility to organize and prioritize data, ensuring that the most relevant information is readily accessi...
How to Manage Roles and Permissions for Different Users in Info Manager
The Unit Summary page is crucial for managing and accessing varied levels of information across your franchise operations. In this article, we will provide a clear and detailed breakdown of how different roles, such as franchise administrators, managers, and staff, are granted specific permission...
Managing Proximity Disputes in Franchise Sales
IntroductionThis comprehensive guide details the process for managing potential proximity disputes arising during the planning and development of new franchise locations. It ensures that existing franchisees are informed about new openings within a specific distance, which may vary for urban vers...
Introduction to Segments in FranConnect
This guide will show you how to set up Segments in FranConnect, a tool that helps you organize your franchises just like they are in the real world. Segments let you sort your franchises by things like location, type of service, or market size. By following these steps, you can make managing your...
All About the People Section in Info Manager
The People section in Info Manager helps you manage information about your team members easily. Whether you're new or already familiar with FranConnect, this guide will show you how to use the People section effectively. We'll cover how to add new people, update their details, and manage user per...
Introduction to Info Manager
Welcome to our guide on the Info Manager in FranConnect. This tool helps you organize and manage important business information easily. In this article, we will walk you through the basic functionality of Info Manager.In this article, we will cover the contents of this menu, which can be found by...
How to Create Entities in FranConnect
FranConnect, a leading franchise management solution, offers powerful tools for organizing and controlling business data. One way we do this is the ability to create and modify entities in the FranConnect product, essential for optimizing franchise operations. To learn more about how to create an...
How to Document Ownership for a Unit in FranConnect
FranConnect, the system of record for franchisors, is a vital tool for both franchisees and franchisors. As the backbone of many franchise operations, it's crucial to understand the nuances of its features, particularly when it comes to documenting unit ownership. Whether you're a seasoned user o...
How to Create a Custom Tab in Info Manager
Adding a Custom Tab in Info Manager To add a custom tab in Info Manager, first log into your FranConnect environment. Then click the gear icon at the top of the page to access your Admin menu. On the left-hand sidebar, click Information Manager. From the ensuing menu, click Manage Form Gen...
How to Interpret the Item 20 Report
Find the Item 20 report in FranConnect and understand what each of its five tables shows — the FDD section prospective franchisees use to judge the health of your system.Before you beginYou need access to Info Manager › Reports. The figures come from dates already recorded in FranConnect — openin...
All About the Info Manager Documents Search
At FranConnect, we are consistently improving our product to make it easier to use for our customers. As a result, we are adding a feature that will allow users to search for documents that are hosted in Info Manager. In this guide, we will walk you through the new search feature.How Search Works...
Information Manager – Transferring a Location
You can transfer the ownership of a Franchise to a new/existing owner when any of the existing owners are leaving the business, by following the steps listed below:Select Franchisees from the Info Manager module.The following screen displays a list of different Franchise Locations. Click a Franch...